JPMorgan Core Plus Bond ETF
JCPB
443 hedge funds and large institutions have $8.16B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 64 reducing their positions, and 20 closing their positions.
320% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 64
300% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 20
27% more funds holding in top 10
Funds holding in top 10: 70 → 89 (+19)
22% more capital invested
Capital invested by funds: $6.69B → $8.16B (+$1.46B)
14% more funds holding
Funds holding: 388 → 443 (+55)
2.81% more ownership
Funds ownership: 85.4% → 88.21% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$177M |
| 2 |
Morgan Stanley
New York
|
+$104M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$93M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$87.6M |
| 5 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$68.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$119M |
| 2 |
MC
McCarthy & Cox
Marysville,
Ohio
|
-$29.4M |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$25.4M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$23.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$22.9M |
JCPB Hedge Fund Activity: Q4 2025 in Review
443 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Core Plus Bond ETF (JCPB) for Q4 2025, worth a combined $8.16B — up 22% from $6.69B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new JCPB positions and 20 closed out — a net gain of 60 holders — while 269 added to existing stakes and 64 trimmed.
The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $177M. The largest seller was Bank of America, cutting an estimated $119M.
- 443 institutional investors held JPMorgan Core Plus Bond ETF (JCPB) as of Q4 2025, up from 388 in Q3 2025.
- Funds reported $8.16B of JPMorgan Core Plus Bond ETF stock for Q4 2025, up 22% quarter-over-quarter.
- 80 funds opened new JPMorgan Core Plus Bond ETF positions in Q4 2025 and 20 closed out, a net change of +60 holders.
- The largest JPMorgan Core Plus Bond ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $177M added.
- The largest JPMorgan Core Plus Bond ETF seller in Q4 2025 was Bank of America, an estimated $119M sold.
Based on aggregated 13F filings for Q4 2025.